Civic Intelligence

Han Vu, Dds LLC

Plan context: Wellness Dental 401(K) Plan

EIN 47-3468698 • Portland, OR • 6 filings • 1 plans

907 NW 18th AvenuePortland, OR 97209
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$583,230

2025 Contributions

$78,762

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$583,230$291,615$0202020232025YearValue
$583,230Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950202020232025YearValue
9Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202519$583,230$78,762$8,751iApproximate average salary by contribution assumption: employee only about $218,783 at 4% or $145,856 at 6%; with 50% employer match about $145,856 at 4% or $97,237 at 6%; with 100% employer match about $109,392 at 4% or $72,928 at 6%.
Wellness Dental 401(K) Plan-9$583,230$78,762$8,751iApproximate average salary by contribution assumption: employee only about $218,783 at 4% or $145,856 at 6%; with 50% employer match about $145,856 at 4% or $97,237 at 6%; with 100% employer match about $109,392 at 4% or $72,928 at 6%.
202418$423,458$105,122$13,140iApproximate average salary by contribution assumption: employee only about $328,506 at 4% or $219,004 at 6%; with 50% employer match about $219,004 at 4% or $146,003 at 6%; with 100% employer match about $164,253 at 4% or $109,502 at 6%.
Wellness Dental 401(K) Plan-8$423,458$105,122$13,140iApproximate average salary by contribution assumption: employee only about $328,506 at 4% or $219,004 at 6%; with 50% employer match about $219,004 at 4% or $146,003 at 6%; with 100% employer match about $164,253 at 4% or $109,502 at 6%.
202319$308,214$115,678$12,853iApproximate average salary by contribution assumption: employee only about $321,328 at 4% or $214,219 at 6%; with 50% employer match about $214,219 at 4% or $142,812 at 6%; with 100% employer match about $160,664 at 4% or $107,109 at 6%.
Wellness Dental 401(K) Plan-9$308,214$115,678$12,853iApproximate average salary by contribution assumption: employee only about $321,328 at 4% or $214,219 at 6%; with 50% employer match about $214,219 at 4% or $142,812 at 6%; with 100% employer match about $160,664 at 4% or $107,109 at 6%.
202216$163,370$93,343$15,557iApproximate average salary by contribution assumption: employee only about $388,929 at 4% or $259,286 at 6%; with 50% employer match about $259,286 at 4% or $172,857 at 6%; with 100% employer match about $194,465 at 4% or $129,643 at 6%.
Wellness Dental 401(K) Plan-6$163,370$93,343$15,557iApproximate average salary by contribution assumption: employee only about $388,929 at 4% or $259,286 at 6%; with 50% employer match about $259,286 at 4% or $172,857 at 6%; with 100% employer match about $194,465 at 4% or $129,643 at 6%.
202114$81,833$36,076$9,019iApproximate average salary by contribution assumption: employee only about $225,475 at 4% or $150,317 at 6%; with 50% employer match about $150,317 at 4% or $100,211 at 6%; with 100% employer match about $112,738 at 4% or $75,158 at 6%.
Wellness Dental 401(K) Plan-4$81,833$36,076$9,019iApproximate average salary by contribution assumption: employee only about $225,475 at 4% or $150,317 at 6%; with 50% employer match about $150,317 at 4% or $100,211 at 6%; with 100% employer match about $112,738 at 4% or $75,158 at 6%.
202015$41,299$35,057$7,011iApproximate average salary by contribution assumption: employee only about $175,285 at 4% or $116,857 at 6%; with 50% employer match about $116,857 at 4% or $77,904 at 6%; with 100% employer match about $87,643 at 4% or $58,428 at 6%.
Wellness Dental 401(K) Plan-5$41,299$35,057$7,011iApproximate average salary by contribution assumption: employee only about $175,285 at 4% or $116,857 at 6%; with 50% employer match about $116,857 at 4% or $77,904 at 6%; with 100% employer match about $87,643 at 4% or $58,428 at 6%.